How to Create and Finalize a Team Member Evaluation in Scale B.O.S.S.

Learn how to use the Scale B.O.S.S. Team Page to create a new team member evaluation. This guide walks through entering performance metrics, adding feedback, and submitting the evaluation for presentation.

Dashboard Access

1. Navigate to https://app.scaleboss.ai

2. Navigate to the Team Page in the left-hand sidebar.

Evaluation Initiation

3. Select a team member from the sidebar to begin their evaluation.

4. Click "Create Evaluation."

5. Rate Experience based on role and domain expertise.

Qualitative Trait Assessment

6. Rate Talent based on natural abilities and skills.

7. Rate Work Ethic based on consistency and effort.

8. Rate Teamwork based on collaboration and contribution.

9. Rate Modesty based on humility and a team-first attitude.

10. Rate Focus based on ability to prioritize and execute.

11. Rate Attitude based on positivity and resilience.

12. Rate Resources based on the resources available to the team member.

Note: This field is contextual only and does not factor into the overall score.

Performance and Capacity Metrics

13. Update the progress percentage for Individual Goals.

14. Enter the team member's Observed Capacity in the Capacity Chain Assessment.

15. Enter the team member's Confirmed Capacity in the Capacity Chain Assessment.

16. Enter the team member's Comparative Capacity in the Capacity Chain Assessment.

17. Add any overall Notes.

18. Add any Development Recommendations.

19. Enter the team member's Next Month Focus.

20. Once all fields are complete, scroll to the top and click the arrow to advance the status to Ready.

Final Review and Submission

21. Set the evaluation status to Ready. This is a good opportunity to meet with the team member to review the evaluation before it becomes visible on their dashboard.

22. When ready to publish the evaluation to the team member's dashboard and finalize it for the month, click the Submit button in the evaluation header.

23. Confirm the submission in the modal.